FINANCIAL HEALTH PROGRAM

FINANCIAL HEALTH PROGRAM

Help employees improve financial planning
and management for long-term success.

FINANCIAL GUIDANCE AND SUPPORT

FINANCIAL GUIDANCE AND SUPPORT

According to a Consumer Financial Protection Bureau report, 71% of employees say that money issues are the biggest stress they face in the workplace. As a result, employers are looking to offer employees financial health benefits.

With SentryHealth, your employees will benefit from resources, education, and guidance to help them get on solid financial ground and empower them to do more with their money.

REDUCE FINANCIAL STRESS & ACHIEVE SUCCESS

Our financial health program is designed to reduce stress by helping employees maximize their income and do more with their money.

They’re encouraged to take a holistic view of their fiscal status, including spending, budgeting, loans, investments, and monetary goals, to achieve the greatest success.

Financial Health Program for Employees, Holistic Financial View, SentryHealth

Holistic Financial View

A single, comprehensive dashboard gives employees a clear view of their finances, quickly and securely. They can manage their 401(k), HSA/FSA, bank account, mortgage, and more…all in one place.

Financial Health Program for Employees, Financial Health Coaching, SentryHealth

Financial Health Coaching

One-on-one consulting with financial health coaches who will conduct fiscal check-ups and provide guidance on reducing personal debt and saving more.

Financial Health Program for Employees, Content Library, SentryHealth

Content Library

Access to a library of curated, expert content on managing credit and debt, buying a home, budgeting, saving, investments, paying for college, planning for life events, and planning for retirement.

Financial Health Program for Employees, Goal Setting and Tracking, SentryHealth

Goal Setting & Tracking

Employees benefit from customized education and tools based on their financial profile including information about topics such as goal setting and tracking, credit management, debt management, budgeting, spending, investment education, retirement, and more.

LET’S CONNECT

Want to learn more about SentryHealth? Simply fill out this form to request a consultation and learn more about our solutions.

LET’S CONNECT

Want to learn more about SentryHealth? Simply fill out this form to request a consultation and learn more about our solutions.